Customer Documentation

"The SaaS model really impressed us. We didn't have to install new servers and train IT. And the implementation was absolutely turnkey."
- Jeff Chalmers, VP Finance, Geeknet

"We get a tremendous advantage by having real-time visibility into our results and being able to manage cash flow, inventory and staffing at a store level."
- Tom Shaw, CFO, Papyrus

"Adaptive Planning allows our organization to stay nimble, change plans, and take corrective measures as necessary."
- Pat Fleck, VP and CFO, Sitzmann Morris & Lavis

"Adaptive Planning offered a significant improvement over Excel -- without incurring large capital costs."
- Jennifer Meyers, VP Finance, Westerra Credit Union

"Adaptive Planning was one of the most successful roll-outs of software ever experienced at NPD."
- Wendy Baum, CFO, NPD Group

Customer Documentation

Below you will find links to up-to-date customer documentation. If you have additional questions, please contact customer support

Recent Updates:

User Guides:

Quick Start Guide
Provides a brief overview of the features and functionality of Adaptive Planning, and explanations for key concepts critical to the application.
User Guide: Budget Managers
A comprehensive guide for non-administrative users. Includes instruction on moving around the application; entering data on sheets; using modeled sheets; using Cell Explorer to answer questions; and managing workflow.
User Guide: Reporting
Everything there is to know about creating and managing reports, for all users. Includes how to configure the Dashboard page.
User Guide: Administrators
A comprehensive guide for administrative users. Includes instruction on managing plan structure, accounts, dimensions, sheets, and users/roles/permissions.
Administrative User Guide: Creating Modeled Sheets
Instruction for administrators on building and managing customized modeled sheets, e.g. those used for personnel, capital spending, and sales planning.
Administrative User Guide: Cube Sheets
Instruction for administrators on building and managing customized cube sheets.
Personnel Planning -- Advanced Modeling
Designed for Administrators. Includes several different examples of how modeled personnel sheets can be used for headcount and wage planning, beyond the most basic personnel planning needs.
Creating a Balance Sheet and Cash Flow Statement
Designed for Administrators. This guide describes a suggested path to follow in creating a Balance Sheet and Cash Flow Statement, with step-by-step instructions and specific examples. (new!)
Administrative User Guide: Allocations and Plan-Independent Sheets
Instruction for administrators on using plan-independent sheets, setting up allocations from one part of the plan to another, and creating modeled sheets to allow splitting of headcount or other rows across departments or projects.
Administrative User Guide: Importing and Exporting Data
Detailed instruction on importing all kinds of data, include actual data, pre-existing plan data, and current plan data from other systems, such as headcount. Includes how to manage, edit, and display actual data after it is imported. Also includes how to export data out of Adaptive Planning.
User Guide: Formulas
Instruction for all users on creating formulas and using the Formula Assistant. Instruction for administrators on using the Formulas Tab to create default formulas in accounts across the plan.
User Guide: International Users and Planning in Multiple Currencies
Instructions for using Adaptive Planning in non-US locales. Includes information for administrators on setting up and managing multiple currencies, and for all users involved in multi-currency planning.
Solution: Top-Down and Bottom-Up Sales Planning
A guide for any user interested in performing top-down and bottom-up sales forecasting in the same plan.
Implementers Guide
A comprehensive guide for anyone creating a corporate plan using the Adaptive Planning system.
NetSuite Integration - Introduction and Setup
Instructions for setting up the data integration with NetSuite.
Data Integration API - Adaptive Planning (Updated 1/2012)
This guide provides information about the set of web services available for access by any Adaptive Planning customer.
Adaptive Planning 7.0 - On-Premise Installation and Upgrade Guide - Oct 2010

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